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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

1,177 hedge funds and large institutions have $9.49B invested in SPDR S&P Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 347 increasing their positions, 383 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,177
Holders Change
+30
Holders Change %
+2.62%
% of All Funds
15.67%
Holding in Top 10
38
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.52%
% of All Funds
0.51%
New
141
Increased
347
Reduced
383
Closed
84
Calls
$5.52M
Puts
$4.82M
Net Calls
+$700K
Net Calls Change
-$24K

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$89.6M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$86.2M
3
Wells Fargo
Wells Fargo
California
+$44.3M
4
MCM
MAI Capital Management
Ohio
+$31.8M
5
NSLI
Nan Shan Life Insurance
Taiwan
+$28.9M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$153M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$66.5M
3
HNB
Huntington National Bank
Ohio
-$23.5M
4
IWMWV
Ironwood Wealth Management (West Virginia)
West Virginia
-$11.8M
5
AG
AlTi Global
New York
-$9.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCP
726
Martin Capital Partners
Oregon
$402K +$402K +3,045 New
BFG
727
Berger Financial Group
Minnesota
$400K -$5.02K -38 -1%
WMG
728
WESCAP Management Group
California
$398K – – –
SCM
729
Schnieders Capital Management
California
$397K +$14.5K +110 +4%
KWMG
730
King Wealth Management Group
Florida
$396K – – –
EWM
731
EPG Wealth Management
Georgia
$396K -$26.4K -200 -6%
BTI
732
Blue Trust Inc
Georgia
$396K -$30.9K -234 -7%
MFG
733
Midwest Financial Group
Kansas
$394K +$394K +2,982 New
ADL
734
Asset Dedication LLC
California
$393K – – –
VW
735
Veridan Wealth
Oregon
$391K +$391K +2,918 New
HA
736
Harfst & Associates
Wyoming
$390K – – –
AF
737
Apollon Financial
South Carolina
$390K -$42.1K -319 -10%
FG
738
Foster Group
Iowa
$388K – – –
Principal Financial Group
739
Principal Financial Group
Iowa
$388K – – –
LT
740
Legacy Trust
Michigan
$387K – – –
SFG
741
Stonebridge Financial Group
Pennsylvania
$385K +$385K +2,915 New
RWA
742
River Wealth Advisors
Pennsylvania
$383K – – –
SS
743
SBI Securities
Japan
$382K +$382K +2,892 New
HWA
744
Heartwood Wealth Advisors
Virginia
$378K -$19.9K -151 -5%
NHT
745
New Hampshire Trust
New Hampshire
$375K – – –
NAM
746
NTV Asset Management
West Virginia
$373K – – –
BFM
747
Boston Financial Management
Massachusetts
$371K – – –
MPCL
748
My Personal CFO LLC
Washington
$370K – – –
BCA
749
Bay Colony Advisors
Massachusetts
$368K -$22.5K -170 -6%
FCA
750
Fortis Capital Advisors
Kansas
$367K – – –
28 29
30
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